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Angel Irazola

West Financial Services, Inc.

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About Angel Irazola

Angel Irazola is an Investment Advisor Representative with West Financial Services, Inc. Angel has been in the industry since 2001 and has experience working with various financial firms such as UBS Financial Services Inc., MML Investors Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Angel is currently licensed in Virginia and holds the Series 7 and 66 licenses, along with the SIE examination.

Firm Information

Angel Irazola is currently registered with West Financial Services, Inc.. West Financial Services, Inc. is an investment advisor registered with the SEC. It is headquartered in McLean, VA and manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and pension consulting services.
West Financial Services, Inc.

2010 CORPORATE RIDGE ROAD

MCLEAN, VA 22102

$2.57B

Assets Under Management

43

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angel Irazola’s Registration & Firm History

VA

02/09/2023 - Present

West Financial Services, Inc. (MCLEAN VA)

VA

01/02/2020 - 01/06/2023

MML INVESTORS SERVICES, LLC (Vienna VA)

DC

11/08/2013 - 09/04/2019

UBS FINANCIAL SERVICES INC. (WASHINGTON DC)

DC

10/13/2004 - 10/07/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

AZ

07/02/2003 - 07/09/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

09/17/2001 - 12/16/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/31/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angel Irazola.
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